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About

We build intelligence for the AI economy.

Spezia turns the daily flood of AI news, filings, research and conversation into a verified, ranked picture of where AI is going, so the people deciding where to put their time and capital can act on it.

01Who we are

An AI firm that uses AI to read AI.

Spezia is built by Inova Platforms, Inc., which builds AI systems that turn large volumes of documents into decisions. We apply those systems to the fastest-moving market there is: AI itself, from model progress and research to capital, chips, power, policy and adoption.

The aim is the work of a top research desk, delivered as software: read everything that matters, keep only what the sources prove, rank it by what it changes, and say plainly what is fact, what is a view and what is a forecast.

We started where AI meets the physical world, tracking U.S. data center projects from approval through construction, and we still review active jobs for the electrical, mechanical and commissioning contractors who build them. Inova Platforms's wider enterprise AI work is at inovaplatforms.com.

02How it is made

Built so you can check every line.

Most AI news is fast and unchecked. Spezia is slower by minutes and right by design.

  1. 1Read

    Wide, every day

    130+ sources across labs, filings, government, research, reporting, podcasts and video, read every day, with the U.S. data center build-out researched project by project every week.

  2. 2Prove

    Quote or it is out

    Every fact, figure and name must come with a word-for-word quote that code finds on the source page. Anything the source does not prove is dropped before it reaches you.

  3. 3Judge

    Ranked by significance

    Each item is scored for significance, credibility and novelty. Facts, expert views and speculation are labeled; duplicate reports merge into one story; rumors stay out of totals.

  4. 4Show

    Your work, shown

    Every story, deal and projection links to its sources. Projections state their horizon and a confidence checked separately from the model that wrote them.

03Standards

The rules every page follows.

Sources, always
Nothing is stated without the source it came from, one click away.
Facts apart from forecasts
Confirmed events, expert views and speculation carry different labels and weights.
Announced is not closed
Money is tracked by status, and spending plans are never added up as if they were cash.
Judgments are labeled
Scores, rankings and projections are model judgments, shown as such, never as facts.
04The physical build-out

AI's footprint is the busiest market in construction.

One reason we track the build-out project by project: it is where AI spending becomes power, equipment and labor.

annual rate of U.S. data center construction, September 2026[1]
$96.5B
North American data center vacancy, a record low[5,6]
1.4%
of data center projects delayed three months or more in 2025[16]
57%
Sources
  1. 1US Data Center Construction Hit a Record $96.5B Rate · FourWeekMBA, citing U.S. Census Bureau (secondary)
  2. 5North American data center demand continues to outpace supply despite record construction · CBRE
  3. 6Data center vacancy at an all-time low as construction hits a record · Construction Dive
  4. 16Built but not ready: construction claims in the data center boom · Wood, Smith, Henning & Berman (cites JLL)

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